Table of Contents
Executive Summary
5 SWOT Analysis6 Brazil Road Haulage Industry SWOT 6 Brazil Political SWOT 6 Brazil Economic SWOT 7 Brazil Business Environment SWOT 8 Business Environment Overview 9 Table: Americas Freight Transport Business Environment Rankings 9 Brazil Logistics Performance Index (LPI) 10 Economics - Long-Term Risk 10 Politics - Long-Term Risk 11 Freight Transport Growth 11 Transport Infrastructure Growth 11 Regulatory Environment 11 Competitive Environment 11 Political Risk Summary 12 Economic Risk Summary 12 Business Environment Risk Summary 12 Legal Code/Corruption 13 Table: BMI' s Legal Framework Ratings 14 Labour Force 15 Table: Brazil' s Demographic Indicators, 2000-2030 16 Industry Trends And Developments 17 Road 18 Rail 19 Air 19 Sea 20 Industry Forecast Scenario 24 Quarterly Oil Products Price Outlook 24 Table: Oil Product Price Assumptions, Q408-Q409 (US$/bbl) 26 Table: Oil Product Price Forecasts, 2006-2013 (US$/bbl) 27 Macroeconomic Overview 27 Table: Brazil - Economic Activity, 2005-2013 30 Transport Outlook 30 Table: Transport Industry Economic Scenario, 2006-2013 32 Table: Freight Carried, Domestic And International, 2006-2013 33 Trade Environment34 Table: Value Of Imports By Category, 2006-2013 (US$mn) 35 Table: Value Of Exports By Category, 2006-2013 (US$mn) 36 Table: Top Export Destinations, 2002-2006 (US$mn) 37 Table: Export Trade, 2003-2006 (% growth y-o-y) 38 Table: Import Trade, 2003-2006 (% growth y-o-y) 38 Table: Top Import Sources, 2002-2006 (US$mn) 39 Market Overview40 Multi-Modal 40 Table: Key Players In The Brazilian Freight Transport Sector 40 Competitive Landscape: Multi-Modal 42 Santos Brasil 43 Table: Santos Brasil' s Financial Performance, 2007 And 2008 (BRLmn) 44 Road 45 Infrastructure 45 Competitive Landscape: Road 46 Rail 48 Infrastructure 48 Competitive Landscape: Rail 49 América Latina Logística (ALL) 51 Table: ALL' s Financial Performance, 2007 And 2008 (BRLmn) 52 Air 53 Infrastructure 53 Competitive Landscape: Aviation 54 GOL Linhas Aereas Inteligentes 57 Table: GOL Linhas Aereas Inteligentes' Financial Performance (BRLmn) 58 Water 59 Infrastructure 59 Competitive Landscape: Maritime 60 Pipelines 62 Competitive Landscape: Pipelines 62 Country Snapshot: Brazil Demographic Data 64 Section 1: Population 64 Table: Demographic Indicators, 2005-2030 64 Table: Rural/Urban Breakdown, 2005-2030 65 Section 2: Education And Healthcare 65 Table: Education, 2000-2003 65 Table: Vital Statistics, 2005-2030 65 Section 3: Labour Market And Spending Power 66 Table: Employment Indicators, 1999-2004 66 Table: Consumer Expenditure, 2000-2012 (US$) 66 Table: Average Annual Wages, 1996-2002 67 BMI Forecast Modelling68 How We Generate Our Industry Forecasts 68 Transport Industry 68 Sources 69
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